Heirloom Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-31,720	Closed	-$4.08M	–	58
2023 Q3	$4.08M	Buy	+31,720	New	+$4.08M	1.81%	20
2022 Q1	–	Sell	-50,627	Closed	-$6.53M	–	38
2021 Q4	$6.53M	Buy	+50,627	New	+$6.53M	5.6%	7